Fundzpark is completely automated investment platform, we provide you comfort of dealing with your investment on click of a button. You can open investment account in few simple steps and use our platform to get best scientific investment advice.

Financial Profiling

Your financial profile is central to all of Fundzpark’s advisory process, we use simple set of questions to get insights into your financial objectives, risk tolerance, networt etc. This helps us to suggest you a multi asset portfolio to give you optimum return

Goal Based Planning

Fundzpark believes in helping you plan your investment by mapping them to your financial goals. Goal based planning helps you to prioritize your goals, our platform gives you innovative tools to help you visualize and quantify your goals.

Scientific Advisory Process

Fundzpark believes in using scientific investment practises to screen fund , portfolio construction, review and rebalancing of portfolio.

Fund Screening

With over 11,000 mutual fund schemes spread across various asset categories, it is very important to have scientific parameters to evaluate schemes both quantitatively as well as qualitatively. Fundzpark use qualitative and quantitative filters to screen these schemes to choose consistent winners in various asset categories.

Portfolio Construction

Fundzpark uses Modern Portfolio Theory (MPT) framework to identify the optimum portfolio you. The economists who developed MPT, received the Nobel Prize in Economics in 1990 for their ground-breaking research  . Today, MPT is the most widely accepted framework for managing diversified investment portfolios. Our Investment Process follows following steps

  • Identify various asset classes as per current investment scenario
  • Select best in class funds under each asset category
  • Determine your risk tolerance to create the optimum portfolio for you
  • Use MPT framework to allocate your funds among the chosen asset classes for your risk tolerance
  • Monitor and periodically rebalance your portfolio
  • Use proper matrix to optimize your portfolio on load and tax outgo

Portfolio Review and Rebalancing

Portfolio Review

It is extremely important to monitor your investment portfolio to get maximum benefit out of it. Fundzpark closely track and monitor all of our approved funds on various performance matrix and suggest you changes in funds if there is any requirement.

Portfolio Rebalancing

The main objective of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns. Portfolio’s asset allocation mix is the key determinant of a portfolio’s risk-and-return profile. Over a period of time the asset allocation of portfolio changes due to different price movements of various asset classes, so it’s important to rebalance your portfolio. Fundzpark monitors each of your investment at goal level and advice you to do rebalance as and when it is required this helps you to avoid volatility in long run and get best in class risk adjusted return.